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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,083 | $67,352-92.5% | $60,899-91.7% | $134,509-96.2% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.1%-14.8pp | 81.2%-22.9pp |
| Annual return | -21.31% | 49.99%-71.3pp | 16.92%-38.2pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,319 | $4,539-26.9% | $3,817-13.1% | $6,400-48.1% |
| Admin fee / account holder | $991 | $4,585-78.4% | $3,225-69.3% | $11,427-91.3% |